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Should you decide to contact us having looked at the website, either via email or phone, the 1998 Data Protection Act defines your rights as an individual in relation to the information held about you, and how it may be used.
Like any advice service, TaxAid holds information about our clients – ranging from names and addresses to details of your financial circumstances and tax situation.
You have the right to refuse the recording of information, but in these circumstances we cannot take up your case and the advice we can give you will be limited.
If you contact TaxAid electronically
If you contact us by email, or via the ‘contact us’ page, we will retain a copy of that email and our response.
Why we keep details
The reason we take information is to record details of your tax issues and the advice given. This is useful for us to keep so that we can give you the best support and advice, particularly if you call back or need further advice; it may involve sharing some information with colleagues so advice can be reviewed or for a second opinion. On occasion clients give us sensitive information, for instance about their physical or mental health. Where this is relevant to our advice we include this on the record.
The other reason we keep information about problems presented to us is for statistical and auditing purposes, so that we can analyse patterns of problems people are having with the tax system. But of course nobody can be identified though reports based on this data.
Every effort is made to ensure that your personal information is kept in secure electronic systems.
All information you give your adviser will remain confidential and will not be disclosed to anyone outside TaxAid unless you have given your consent. Exceptionally we will disclose information where TaxAid has an overriding legal right or duty to do so (this applies where we receive information about terrorism or drug dealing) or where there is an immediate threat to someone’s life.